Compare AU
Compare ZYUS vs. RDV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P 500 High Yield Low Volatility ETF (ZYUS) and the Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 23 |
Median incremental investment | $650.00 | $550.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,798.96 | $1,456.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | RDV | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 255.71m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | Altria Group Inc (3.10 %) Crown Castle Inc (3.03 %) Verizon Communications Inc (3.01 %) | Commonwealth Bank of Australia (7.72 %) BHP Group Ltd (6.54 %) Westpac Banking Corp (5.90 %) |
Top 3 industries | Real Estate (39.33 %) Energy (20.31 %) Communication Services (19.66 %) | Financials (56.34 %) Materials (14.26 %) Communication Services (8.52 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.35 % | 0.34 % |
Key Summary
ZYUS | RDV | |
|---|---|---|
Issuer | ETFS | Russell |
Tracking index | S&P 500 Low Volatility High Dividend Index | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.34 % |
Price | $15.92 | $30.34 |
Size | $75.958 million | $245.675 million |
10Y return | N/A | -6.90 % |
Annual distribution yield (5Y) | 4.79 % | 6.49 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 23 |
Median incremental investment | $650.00 | $550.15 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,798.96 | $1,456.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | RDV | |
|---|---|---|
Pros |
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Cons |
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ZYUS | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |